+49.0%
OVV vs ARWR
+79.9%
-30.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -15.3% | +15.3% | +1.4% |
| 7D | -10.7% | -17.3% | +6.6% | -9.3% |
| 30D | -5.3% | -21.5% | +16.2% | -3.4% |
| 3M | +2.4% | -43.8% | +46.2% | +7.7% |
| 6M | +5.7% | -32.3% | +37.9% | +8.4% |
| YTD | +56.8% | -25.8% | +82.6% | +58.0% |
| 1Y | +59.3% | +25.5% | +33.8% | +48.5% |
| 3Y | +49.0% | +84.1% | -35.2% | +19.5% |
| All | +49.0% | +79.9% | -30.9% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling